Evercore Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Evercore Wealth Management’s Portfolio DFAX Stock Details DFAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$921K	Hold	25,000	–	–	0.01%	227
2026 Q1	$849K	Hold	25,000	–	–	0.01%	233
2025 Q4	$818K	Hold	25,000	–	–	0.01%	236
2025 Q3	$785K	Hold	25,000	–	–	0.01%	241
2025 Q2	$734K	Hold	25,000	–	–	0.01%	239
2025 Q1	$655K	Hold	25,000	–	–	0.01%	255
2024 Q4	$622K	Hold	25,000	–	–	0.01%	255
2024 Q3	$675K	Hold	25,000	–	–	0.01%	250
2024 Q2	$636K	Hold	25,000	–	–	0.01%	257
2024 Q1	$636K	Sell	25,000 -330	-1%	-$8.07K	0.01%	254
2023 Q4	$619K	Hold	25,330	–	–	0.01%	258
2023 Q3	$570K	Hold	25,330	–	–	0.01%	258
2023 Q2	$590K	Hold	25,330	–	–	0.01%	262
2023 Q1	$584K	Hold	25,330	–	–	0.01%	262
2022 Q4	$547K	Hold	25,330	–	–	0.01%	260
2022 Q3	$478K	Hold	25,330	–	–	0.01%	260
2022 Q2	$543K	Hold	25,330	–	–	0.01%	255
2022 Q1	$632K	Hold	25,330	–	–	0.01%	260
2021 Q4	$661K	Hold	25,330	–	–	0.01%	263
2021 Q3	$656K	Buy	+25,330	New	+$670K	0.01%	258

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Evercore Wealth Management's DFAX Position: Q2 2026 in Review

Evercore Wealth Management held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 25,000 shares worth $921K. The position accounts for 0.01% of the portfolio, ranked #227.

Evercore Wealth Management first reported a position in DFAX in Q3 2021 and has held it in 20 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

Evercore Wealth Management held 25,000 shares of Dimensional World ex US Core Equity 2 ETF worth $921K as of Q2 2026.
Evercore Wealth Management left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #227 holding.
Evercore Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 20 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.